Elaina is our dedicated Marketing Associate at BentOak Capital. With over 5 years of extensive experience in all facets of marketing, Elaina brings a wealth of knowledge and a passion for personal finance to our […]
Nina joined BentOak Capital in the fall of 2023. After 5 years in the Architectural industry, she has returned to her roots within the Financial Planning and Legal realm as a part time Executive Assistant […]
Laura joined the BentOak Capital team in January 2022 as an intern and then became a full-time employee in June 2023 in the Ft Worth office. She graduated Summa Cum Laude from Texas Tech with […]
Tanner is a Wealth Advisor at BentOak Capital and works in the Lubbock office. Tanner believes the foundation of the relationship between a financial planner and a client is trust and is built through candor, competency, and […]
Audra serves as the Event Coordinator for BentOak Capital where she plans client events throughout the year. Audra has always enjoyed planning fun and unique parties for her family, so she has taken her passion […]
Laura is an internal bookkeeper and receptionist for BentOak Capital. Laura began working for BentOak in 2016 as the bookkeeper one day a week and now works full time. She brings 25+ years of experience […]
Marley joined our team in the summer of 2020. She is a graduate of Texas A&M University where she received a Bachelor of Science degree in Agricultural Economics with a concentration in Finance & Real […]
AJ is a Wealth Advisor at BentOak Capital, based in the Lubbock office. In this capacity, he collaborates with clients to articulate and pursue their financial goals and employs a dedicated approach to breaking down […]
Calynn came to BentOak Capital with experience as a Wealth Advisor and serves as our Marketing & Communications Director. Calynn brings 8 years of industry experience and a creative spirit to our team. Calynn graduated […]
Madison is a Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison believes the role of a financial planner is to help clients develop a comprehensive strategy to achieve their […]